Helen of Troy Ltd
HELE- Exchange
- Nasdaq
- Industry
- Electric Housewares & Fans
- SEC CIK
- 0000916789
No open-market purchases or sales by Helen of Troy Ltd insiders were filed in the last 90 days; 200 institutions reported holding it in 13F filings for Q2 2026, worth $649.9M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Helen of Troy Ltd as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 281
- −5 vs. Q2 2021
- Shares held
- 25.6M
- +487.9K (+1.9%) vs. Q2 2021
- Total value
- $5.75B
- +$20.1M (+0.4%) vs. Q2 2021
- New holders
- 26
- 80 more added
- Sold out
- 31
- 122 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HELE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 200 | $649.9M |
| Q1 2026 | 188 | $304.9M |
| Q4 2025 | 193 | $476.3M |
| Q3 2025 | 207 | $578.8M |
| Q2 2025 | 211 | $676.7M |
| Q1 2025 | 230 | $1.28B |
| Q4 2024 | 242 | $1.44B |
| Q3 2024 | 245 | $1.49B |
| Q2 2024 | 255 | $2.28B |
| Q1 2024 | 273 | $2.99B |
| Q4 2023 | 262 | $3.20B |
| Q3 2023 | 250 | $3.18B |
| Q2 2023 | 248 | $3.07B |
| Q1 2023 | 249 | $2.68B |
| Q4 2022 | 246 | $2.84B |
| Q3 2022 | 257 | $2.32B |
| Q2 2022 | 297 | $4.06B |
| Q1 2022 | 278 | $4.94B |
| Q4 2021 | 291 | $6.18B |
| Q3 2021 | 281 | $5.75B |
| Q2 2021 | 288 | $5.73B |
| Q1 2021 | 323 | $5.55B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 12,311 | $2.77M | 0.02% | −17,380−58.5% | Reduced |
| SEI Investments Co | 12,254 | $2.72M | 0.01% | +1,767+16.8% | Added |
| Envestnet Asset Management Inc | 10,837 | $2.44M | 0.00% | −1,219−10.1% | Reduced |
| Martingale Asset Management L P | 10,557 | $2.37M | 0.03% | +6,049+134.2% | Added |
| NFJ Investment Group, LLC | 10,557 | $2.37M | 0.05% | −2,499−19.1% | Reduced |
| Natixis | 10,500 | $2.36M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 10,501 | $2.36M | 0.00% | +48+0.5% | Added |
| Metropolitan Life Insurance Co | 10,205 | $2.29M | 0.03% | −379−3.6% | Reduced |
| Hancock Whitney Corp | 10,155 | $2.28M | 0.08% | −25−0.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 9,784 | $2.20M | 0.01% | −6,573−40.2% | Reduced |
| Azzad Asset Management Inc | 9,725 | $2.19M | 0.32% | −1,568−13.9% | Reduced |
| AQR Capital Management LLC | 9,630 | $2.16M | 0.00% | −576−5.6% | Reduced |
| Voya Investment Management LLC | 9,436 | $2.12M | 0.00% | −234−2.4% | Reduced |
| State Board of Administration of Florida Retirement System | 8,333 | $1.87M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,270 | $1.86M | 0.07% | −257−3.0% | Reduced |
| Oregon Public Employees Retirement Fund | 8,223 | $1.85M | 0.02% | −109−1.3% | Reduced |
| Whittier Trust Co | 8,132 | $1.83M | 0.03% | +395+5.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,962 | $1.79M | 0.02% | −183−2.2% | Reduced |
| Oarsman Capital, Inc. | 7,885 | $1.77M | 0.72% | −490−5.9% | Reduced |
| AlphaCrest Capital Management LLC | 7,741 | $1.74M | 0.09% | +3,106+67.0% | Added |
| Sit Investment Associates Inc | 7,155 | $1.61M | 0.04% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 7,093 | $1.59M | 0.03% | +7,093 | New |
| US Bancorp | 6,970 | $1.57M | 0.00% | −15−0.2% | Reduced |
| Jane Street Group, LLC | 6,944 | $1.56M | 0.00% | +1,637+30.8% | Added |
| M&T Bank Corp | 6,917 | $1.55M | 0.01% | 00.0% | Unchanged |
| Congress Asset Management Co | 6,907 | $1.55M | 0.01% | −59−0.8% | Reduced |
| Arizona State Retirement System | 6,660 | $1.50M | 0.01% | +29+0.4% | Added |
| Nisa Investment Advisors, LLC | 6,620 | $1.49M | 0.01% | 00.0% | Unchanged |
| Ergoteles LLC | 6,462 | $1.45M | 0.05% | +1,162+21.9% | Added |
| Summit Global Investments | 6,312 | $1.42M | 0.11% | +412+7.0% | Added |
| Thrivent Financial for Lutherans | 6,299 | $1.42M | 0.00% | −9,889−61.1% | Reduced |
| Louisiana State Employees Retirement System | 6,100 | $1.37M | 0.03% | −200−3.2% | Reduced |
| State of Michigan Retirement System | 6,083 | $1.37M | 0.01% | −100−1.6% | Reduced |
| Citadel Advisors LLC | 6,040 | $1.36M | 0.00% | +6,040 | New |
| Voloridge Investment Management, LLC | 5,714 | $1.28M | 0.01% | −31,544−84.7% | Reduced |
| Stifel Financial Corp | 5,445 | $1.22M | 0.00% | −308−5.4% | Reduced |
| Pier 88 Investment Partners LLC | 5,410 | $1.22M | 0.36% | +700+14.9% | Added |
| Castleark Management LLC | 5,110 | $1.15M | 0.04% | +5,110 | New |
| CastleArk Alternatives, LLC | 5,110 | $1.15M | 0.04% | +5,110 | New |
| New Mexico Educational Retirement Board | 5,100 | $1.15M | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,905 | $1.10M | 0.01% | +71+1.5% | Added |
| ProShare Advisors LLC | 4,857 | $1.09M | 0.00% | −3,408−41.2% | Reduced |
| Panagora Asset Management Inc | 4,772 | $1.07M | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,730 | $1.06M | 0.13% | +4,730 | New |
| Commerce Bank | 4,716 | $1.06M | 0.01% | +2,882+157.1% | Added |
| Handelsbanken Fonder AB | 4,651 | $1.04M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,180 | $939.0K | 0.00% | −4,237−50.3% | Reduced |
| Citigroup Inc | 4,176 | $938.0K | 0.00% | −3,409−44.9% | Reduced |
| Keybank National Association | 4,124 | $927.0K | 0.00% | −590−12.5% | Reduced |
| Teacher Retirement System of Texas | 3,937 | $885.0K | 0.00% | +624+18.8% | Added |
| BNP Paribas Arbitrage, SA | 3,923 | $881.4K | 0.00% | +645+19.7% | Added |
| Blair William & Co | 3,794 | $852.0K | 0.00% | +110+3.0% | Added |
| Janney Montgomery Scott LLC | 3,735 | $839.0K | 0.00% | −755−16.8% | Reduced |
| Xponance, Inc. | 3,737 | $839.0K | 0.02% | −252−6.3% | Reduced |
| Prudential Financial Inc | 3,561 | $833.0K | 0.00% | −171−4.6% | Reduced |
| State of Alaska, Department of Revenue | 3,705 | $832.0K | 0.01% | −92−2.4% | Reduced |
| Federated Hermes, Inc. | 3,657 | $822.0K | 0.00% | −603−14.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,640 | $818.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,609 | $811.0K | 0.00% | −248−6.4% | Reduced |
| Cubic Asset Management, LLC | 3,543 | $796.0K | 0.20% | −15−0.4% | Reduced |
| Beck Mack & Oliver LLC | 3,500 | $786.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,488 | $785.0K | 0.00% | −300−7.9% | Reduced |
| Illinois Municipal Retirement Fund | 3,315 | $745.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,241 | $729.0K | 0.03% | +139+4.5% | Added |
| Pinnacle Associates Ltd | 3,240 | $728.0K | 0.01% | 00.0% | Unchanged |
| Aurora Investment Counsel | 3,213 | $722.0K | 0.50% | +155+5.1% | Added |
| Burney Co | 3,208 | $721.0K | 0.03% | −1,145−26.3% | Reduced |
| Smith, Salley & Associates | 3,054 | $686.0K | 0.05% | −127−4.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,033 | $681.0K | 0.02% | −100−3.2% | Reduced |
| HGK Asset Management Inc | 2,927 | $658.0K | 0.22% | −1,942−39.9% | Reduced |
| Quadrature Capital Ltd | 2,776 | $625.0K | 0.02% | +2,776 | New |
| AGF Investments LLC | 2,656 | $597.0K | 0.06% | −109−3.9% | Reduced |
| STRS Ohio | 2,600 | $584.0K | 0.00% | +200+8.3% | Added |
| Exchange Traded Concepts, LLC | 2,550 | $573.0K | 0.01% | +2,550 | New |
| Pacer Advisors, Inc. | 2,508 | $563.0K | 0.01% | −202−7.5% | Reduced |
| Bank of Montreal | 2,421 | $556.0K | 0.00% | −1,429−37.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,446 | $550.0K | 0.01% | −2,209−47.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,438 | $548.0K | 0.00% | +217+9.8% | Added |
| Wolverine Trading, LLC | 2,325 | $534.0K | 0.01% | +572+32.6% | Added |
| Bank of Nova Scotia | 2,328 | $523.0K | 0.00% | −161−6.5% | Reduced |
| American Century Companies Inc | 2,239 | $503.0K | 0.00% | +231+11.5% | Added |
| Mountain Capital Investment Advisors, Inc | 2,214 | $501.0K | 0.27% | −154−6.5% | Reduced |
| Janney Capital Management LLC | 2,183 | $490.0K | 0.03% | +13+0.6% | Added |
| Oppenheimer Asset Management Inc. | 2,171 | $488.0K | 0.01% | −22−1.0% | Reduced |
| Securian Asset Management, Inc | 2,147 | $482.0K | 0.01% | −100−4.5% | Reduced |
| Brinker Capital Investments, LLC | 2,014 | $459.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,037 | $458.0K | 0.02% | −162−7.4% | Reduced |
| Fort, L.P. | 2,001 | $450.0K | 0.15% | −391−16.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $449.0K | 0.19% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 1,950 | $438.0K | 0.00% | +33+1.7% | Added |
| Veritable, L.P. | 1,933 | $434.0K | 0.01% | −10−0.5% | Reduced |
| Pflug Koory, LLC | 1,925 | $433.0K | 0.24% | −500−20.6% | Reduced |
| Public Employees Retirement System of Ohio | 1,724 | $387.0K | 0.00% | −417−19.5% | Reduced |
| Pathstone Family Office, LLC | 1,600 | $359.0K | 0.01% | +100+6.7% | Added |
| Pictet Asset Management SA | 1,600 | $359.0K | 0.00% | +1,600 | New |
| Intrust Bank NA | 1,570 | $352.0K | 0.05% | −11−0.7% | Reduced |
| Gotham Asset Management, LLC | 1,563 | $351.0K | 0.01% | −425−21.4% | Reduced |
| Blueshift Asset Management, LLC | 1,554 | $349.0K | 0.02% | +1,554 | New |
| State of Wyoming | 1,519 | $341.0K | 0.22% | −121−7.4% | Reduced |
| First Hawaiian Bank | 1,490 | $335.0K | 0.01% | −212−12.5% | Reduced |